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Name Holding Trade Value Shares
Change
Change in
Stake
GC
2676
Garde Capital
Washington
$161K – – –
MHR
2677
Matthew Hamilton Rosenberg
$159K -$12.5K -118 -7%
WAM
2678
WFA Asset Management
Wisconsin
$158K +$848 +8 +0.5%
CPG
2679
Cornerstone Planning Group
New Jersey
$158K -$152K -1,435 -50%
PO
2680
Private Ocean
California
$155K -$2.44K -23 -2%
TC
2681
Tacita Capital
Ontario, Canada
$155K – – –
WWP
2682
WR Wealth Planners
Missouri
$150K -$32.2K -304 -17%
HGA
2683
Hobbs Group Advisors
South Carolina
$146K +$149K +1,408 New
AP
2684
Atwood & Palmer
Missouri
$144K -$15.6K -147 -10%
PFA
2685
Pathway Financial Advisers
Indiana
$144K +$318 +3 +0.2%
CB
2686
Chris Bulman
California
$142K +$145K +1,371 New
VNA
2687
Valley National Advisers
Pennsylvania
$141K -$6.36K -60 -4%
CAM
2688
Chesapeake Asset Management
New York
$137K -$8.59K -81 -6%
M
2689
MOTCO
Texas
$137K -$16.9K -159 -11%
ATC
2690
Advantage Trust Company
Kansas
$136K – – –
MSWM
2691
Mowery & Schoenfeld Wealth Management
Illinois
$135K – – –
WPWM
2692
Western Pacific Wealth Management
Illinois
$135K – – –
TCM
2693
TruNorth Capital Management
Michigan
$135K +$133K +1,250 +2,500%
FC
2694
Fairscale Capital
New Hampshire
$135K +$139K +1,310 New
PA
2695
PSI Advisors
Florida
$132K +$106 +1 +0.1%
FFO
2696
Fortitude Family Office
Arizona
$132K – – –
RA
2697
Rise Advisors
New York
$130K +$1.91K +18 +1%
GWSG
2698
GPS Wealth Strategies Group
Colorado
$126K +$6.89K +65 +6%
VCM
2699
Versant Capital Management
Arizona
$125K +$18.7K +176 +17%
AWM
2700
Abound Wealth Management
Tennessee
$124K +$9.22K +87 +8%